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How to create a standard message

Modified on: Wed, 3 Oct, 2018 at 3:34 PM

Messages contain all of the content you will be using to deploy to your contacts. When creating a message, you provide the sender information, subject line and template you wish to send. Messages can be re-used over and over again in your deployments to allow you to send the same content to multiple contact segments.

Tutorial

Please note: To try out the feature, click the full screen icon in the tutorial.

Step 1: The first step is to open Compose -- Messages, hover over Create new message and click Standard

Step 2: Click Message name

Step 3: Type **** in Message name

Step 4: Click Campaign name

Step 5: Select Campaign

Step 6: OR click Create new to make a new one

Step 7: Select the Content editor you would like to use for creating/changing your content.

Step 8: OPTIONAL: Select the Template you would like to start with. If No template is selected, you will start from scratch.

Step 9: Click Save

Step 10: Click Envelope

Step 11: Click From address

Step 12: Select From address

Step 13: The From name will automatically populate based on the chosen From address. This can be edited for this one message.

Step 14: Click Reply-to address

Step 15: Select Reply-to address

Step 16: Click Subject line

Step 17: Type **** in Subject line

Step 18: Click Content

Step 19: Edit your Content in the editor until you are satisfied with the results.

Step 20: Click Text

Step 21: Click Generate text version

Step 22: Make edits to the Text version if needed

Step 23: Click Preview

Step 24: Leverage different settings to preview your email content.

Step 25: Click Click tracking

Step 26: Links are automatically tracked but you can alter the name used to identify them for later use in segmentation and reporting.